Senior Manager | CPA



“Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence.”

- Sheryl Sandberg

Stephen is a member of the Healthcare Group, focusing primarily on New England VNAs.

Stephen specializes in the healthcare industry, primarily not-for-profit home health and hospice organizations. Stephen is the audit engagement senior manager for 17 New England VNAs. He keeps his clients up to speed on topics that create challenges or opportunities for their organizations. These include:

  • The recent increase in Medicare denials
  • Industry trends and new regulations
  • In-depth knowledge of many information systems and their impact on financial reporting

Working year-round exclusively with VNAs enables Stephen to confidentially share how other VNAs are addressing and responding to external industry challenges.

Stephen is responsible for planning, directing, and coordinating all aspects of financial audits and federal OMB Uniform Guidance (A-133) audits. He conducts risk assessments and evaluations of internal controls over financial reporting and compliance with regulatory agencies.

Stephen's low-key demeanor and terrific people skills, combined with his extensive understanding of VNA finances, allow his clients to feel confident in Stephen and his advice, whether it is his first year or twentieth year auditing a particular VNA.

Experience Highlights:

  • Audit and accounting services
  • Third-party reimbursement
  • Operational consulting
  • Exempt organization income tax issues
  • Management consulting services
    Prepare program accounting and operational analysis
    Evaluate meaningful data and home health information system usage
    Assess efficiencies of workflow processes for all accounting functions


  • American Institute of Certified Public Accountants


  • CPA